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    How Jefferies’ Renewed Confidence in Senior Housing Growth Will Impact Welltower (WELL) Investors

    Simply Wall St·12/19/2025 00:44:05
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    • Earlier this week, Jefferies analyst Jonathan Petersen reaffirmed his positive rating on Welltower, citing its expanding senior housing footprint and strong recent revenue growth driven by residential fees, services, and rental income.
    • The analyst’s track record and the backdrop of a growing senior housing market have focused attention on how Welltower might benefit from aging baby boomers and rising demand for wellness-focused real estate.
    • Next, we’ll explore how this renewed analyst confidence, grounded in Welltower’s robust recent revenue performance, may influence its investment narrative.

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    Welltower Investment Narrative Recap

    To own Welltower, you need to believe in long term demand for senior housing and wellness-focused real estate, supported by consistent revenue from residential fees, services, and rents. Jefferies’ higher target price and reaffirmed positive rating reflect stronger near term confidence, but they do not materially change the key near term catalyst, which remains occupancy and revenue trends across its senior housing portfolio, or the main risk around leverage and funding costs in a less certain macro backdrop.

    The recent Q3 2025 results, with revenue of US$2,685.69m and net income of US$280.56m, are highly relevant here because they underpin the analyst’s renewed optimism and show how recent performance aligns with expectations for the senior housing market. At the same time, management has lowered full year 2025 net income guidance to US$557m to US$598m, which brings the focus back to how macro uncertainty and higher interest rates could influence both earnings quality and future capital availability.

    Yet, behind this strong headline story, investors should also be aware of rising leverage and funding risk if credit markets tighten further...

    Read the full narrative on Welltower (it's free!)

    Welltower's narrative projects $14.6 billion revenue and $2.0 billion earnings by 2028.

    Uncover how Welltower's forecasts yield a $207.38 fair value, a 11% upside to its current price.

    Exploring Other Perspectives

    WELL 1-Year Stock Price Chart
    WELL 1-Year Stock Price Chart

    Six fair value estimates from the Simply Wall St Community span about US$136 to US$251 per share, showing how far apart individual views can be. Against that wide range, concerns about higher interest rates and leverage remind you that differing assumptions on funding costs can meaningfully change how you think about Welltower’s future performance, so it is worth comparing several viewpoints before deciding what the stock is worth.

    Explore 6 other fair value estimates on Welltower - why the stock might be worth as much as 34% more than the current price!

    Build Your Own Welltower Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.